OPTIMIST RETIREMENT GROUP, LLC
SEC RegisteredPlan Your Financial Future With Confidence
About the firm
Optimist Retirement Group offers customized holistic retirement strategies aimed at helping clients retire on their terms, in comfort and dignity. The firm uses a three-step process—Discover, Evaluate, and Implement—to craft personalized retirement income plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized holistic retirement strategies, retirement income planning, fiduciary financial advice, and concierge personal service with no 1-800 numbers
Who they serve
Individuals who have accumulated assets and are planning for or entering retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $17M |
| High Net Worth Individuals | 71 | $228M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OPTIMIST RETIREMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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